Caterpillar —“The big infrastructure play seems to be the way to go,” Iuorio told CNBC. “CAT gets most of its revenue overseas so it will benefit from the weak dollar, and plus it pays a fairly decent yield.”

Technology SPDR —“It’s more top heavy with the big multi-national tech names compared to the QQQQ , which is what more people trade,” he said of the ETF. “And it doesn’t have much exposure to the tech health care. Anything that’s health care right now, is like banks to me — it’s something that the government can get their hands on and something I don’t like,” Iuorio said.

Lutz Likes:

Regions Financial

The Euro/Dollar —“We’ve got some major auctions from Germany, France and the UK next week and there’s been a lot of negative economic data coming out of Europe,” said Lutz.

“All these things could cause a lot of the flows that have been going from the dollar into the euro to reverse and come back into the dollar.”